Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$331B
AUM Growth
+$5.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,906
New
Increased
Reduced
Closed

Top Buys

1
+$482M
2
+$431M
3
+$429M
4
BKNG icon
Booking.com
BKNG
+$383M
5
AABA
Altaba Inc
AABA
+$379M

Top Sells

1
+$1.94B
2
+$835M
3
+$784M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$579M
5
ETP
Energy Transfer Partners L.p.
ETP
+$539M

Sector Composition

1 Technology 9.94%
2 Financials 9.62%
3 Healthcare 8.27%
4 Consumer Discretionary 7.53%
5 Communication Services 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3801
$1.84M ﹤0.01%
65,435
-23,688
3802
$1.84M ﹤0.01%
+90,282
3803
$1.84M ﹤0.01%
84,293
-133,300
3804
$1.83M ﹤0.01%
519,293
+85,655
3805
$1.83M ﹤0.01%
14,124
+1,799
3806
$1.83M ﹤0.01%
37,847
-19,612
3807
$1.82M ﹤0.01%
104,486
-29,229
3808
$1.82M ﹤0.01%
53,665
-144,590
3809
$1.82M ﹤0.01%
136,136
-16,892
3810
$1.81M ﹤0.01%
95,952
+33,435
3811
$1.81M ﹤0.01%
20,411
-22,324
3812
$1.8M ﹤0.01%
131,537
-144,454
3813
$1.8M ﹤0.01%
16,907
-389
3814
$1.8M ﹤0.01%
73,783
-39,856
3815
$1.8M ﹤0.01%
106,295
-106,636
3816
$1.79M ﹤0.01%
188,397
-1,823,932
3817
$1.79M ﹤0.01%
42,019
-3,893
3818
$1.78M ﹤0.01%
34,101
+25,129
3819
$1.78M ﹤0.01%
120,848
-32,437
3820
$1.78M ﹤0.01%
44,967
-24,618
3821
$1.78M ﹤0.01%
426,083
-8,683
3822
$1.77M ﹤0.01%
622,854
+238,646
3823
$1.77M ﹤0.01%
40,472
-21,609
3824
$1.77M ﹤0.01%
317,899
-156,286
3825
$1.76M ﹤0.01%
5,924
+1,016
151 152
153
154 155